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Punta Gorda, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2023-07-18 |
| MO | RA | APPROVED | 2016-09-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Statera Vitae | Punta Gorda | FL | 07/2014 | 12/2022 |
| Dlm Media Llc | Punta Gorda | FL | 11/2018 | 12/2020 |
| Worthynest® Llc | Punta Gorda | FL | 11/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-08-24 |
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